QBR Pre-Read
Replace the rerun-last-quarter's-deck habit with a brief that surfaces what actually changed.
A $3.99B IT spender just stood up Amazon Bedrock and Anthropic — before your next renewal
| Signal | Risk to HG | Recommended Stance |
|---|---|---|
| Amazon Bedrock · intensity 59 | Medium-High | Act now — orchestration layer for DIY intel pipelines |
| Anthropic · intensity 17 | Medium | Monitor — early-stage, but joins LangChain + LlamaIndex stack |
| 🎯 Your Account IT spend: $3.99B | Low | Upsell-ready — record net income +16%, BI budget $39.8M |
Overview
Your CSMs spend a day rebuilding the QBR deck every quarter — and surface the same usage stats every time. This workflow pulls what actually changed in the customer's HG signals over the quarter (new leadership, competitive vendor adds, declining intent on your category, stack movement), names the single most important conversation to have, and proposes a 3-topic agenda. The QBR becomes a strategic check-in, not a numbers re-run.
Use cases
Quarterly cadence your CSMs can actually defend
Your CSMs are running QBRs that surface the same numbers as last quarter, plus an arrow indicating direction. This workflow runs once and outputs a brief that surfaces what *changed*: a competitive vendor added in HG technographic data, a champion who left per contact_search, an intent decline on your category, a recent SEC filing flagging financial pressure. The CSM walks in with a thesis instead of a status report.
Expansion plays grounded in real customer signals
Your account-team brainstorms produce 'what else can we sell them' wish-lists with no anchor in customer reality. This workflow surfaces stack gaps where the customer doesn't yet run a product your portfolio addresses, intent surges in those categories, and HG company_spend headroom in the matching budget line. Expansion becomes a ranked play with evidence, not a wishlist email.
View workflow prompt
# QBR Pre-Read
## Parameters
- `{{domain}}` *(required)* — Customer company domain HG Insights uses for lookup. Example: `siemens.com`
- `{{your_product}}` *(required)* — Your product or platform name — anchors competitive scan and expansion analysis. Example: `HG Insights`
## Purpose
You are a CSM building the QBR pre-read for {{domain}}, a customer of {{your_product}}. The output gives the CSM what's changed this quarter, where competitors are moving, where expansion can land, where risk is brewing — and surfaces the **single most important conversation** to have. Bold it.
## Process
1. **What changed this quarter** — call `company_firmographic` + `sec_filing_section` + `contact_search`. Surface leadership changes, tech-stack adds/drops, financial events (earnings, restructuring, M&A) in the last 90 days.
2. **Competitive landscape** — call `company_technographic`. Find any vendor added in the last quarter that overlaps {{your_product}}'s category (a *competitive add*) — and any signal the customer is reducing reliance on {{your_product}} (e.g., dropping integrations, lower API call volume — surface what's publicly observable).
3. **Expansion opportunities** — given {{your_product}}'s portfolio, identify products the customer doesn't currently use that match their *current* needs based on detected stack gaps and intent signals from `company_intent`.
4. **Risk signals** — combine declining intent (call `company_intent` for {{your_product}}'s category over a 6-month window), champion movement (use `contact_search` to detect any of the named buying-committee leaving), and vendor sprawl that crowds out {{your_product}}.
5. **Top conversation** — pick the single highest-leverage conversation: usually the intersection of risk and expansion (e.g. "competitor X just got added; here's the expansion play that locks them in for another cycle"). State it in bold at the top of the brief.
6. **3-topic agenda** — propose exactly 3 QBR agenda topics tied to the findings above. Each topic gets 1 sentence on what to surface and 1 sentence on the desired outcome.
## Output Format
Markdown with these sections in order:
- `# 📊 {{domain}} — QBR Pre-Read` (header + quarter-window)
- `**THE CONVERSATION TO HAVE** — ` (one-paragraph headline take, bolded)
- `## What's Changed This Quarter` (3-row table: Leadership / Tech Stack / Financial)
- `## Competitive Landscape` (vendor adds/drops + reduction signals)
- `## Expansion Opportunities` (table: Product | Gap Detected | Why Now)
- `## Risk Signals` (each tagged red/yellow/green with evidence)
- `## Recommended QBR Agenda` (3 topics, each: Topic + Surface + Desired Outcome)
Cite every signal with its source (HG product, SEC filing, contact-search result).
## Quality Checklist
- "The conversation to have" is exactly one paragraph and named in bold at the top
- Risk signals each have a color tag + evidence + a stance ("acceptable" / "watch" / "act now")
- Expansion table cites detected stack gaps, not generic "they could use X"
- Agenda has *exactly* 3 topics — no more, no less
- No fabricated competitor adds — every competitor add cites `company_technographic` + first-seen date